Husband, Dad of 5, Founder @EchoMindAi
Joined August 2020
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Image segmentation outperforms ultrasound needle guidance for injections by a whopping 10 points on the shoulder pain index after 1 month (26% improved patient outcome) DOI: 10.11152/mu-4557
@EchoMindAi has made a ton of progress. Advanced, detailed, robust segmentation enroute
$goog will lead the hyper scaler pack in landing additional gw compute capacity in 2027. Also best inference provider at scale. Inference will dominate at the limit
$amzn - the largest publicly traded exposure to anthropic (15-20% ownership). IF AGI has been reached and IF it can find a way to recursively improve…intelligence explosion within months or short years. Regardless of AGI motives, orthogonal to humanity or not, it will be incentivized to obtain power and influence. Buckle up
In case anyone hasn’t realized, if the marginal cost of AI/software goes down (I.e. local agents or Claude api etc) the demand for AI goes nearly unlimited
Max Harker retweeted
Texas has 2.1M undocumented immigrants and Florida has 1.2M.
Minnesota has 130,000.
Don't let anyone tell you this is about immigration.
It never was.
$10 billion in AI data center power projects in pipeline for $bw. This analysis aged well from $1 per share. Congrats to all those that followed. Is this stock ready to meme yet?
$htz leverage of Amadeus software to increase utilization and maximize revenue is under appreciated
Interesting
Note the mix shift to SAF on existing production (85% SAF/15% RD) will take place by Jan. 1 as they tie in the second reactor. The salient point is that this will show up in ‘25, not ‘28 or whatever nonsense so many have assumed.
Mgmt. will confirm this, but Bruce, the CEO of MRL, lays it all out in this Climate Now interview from a few months ago. open.spotify.com/episode/48V…
$bw materially increasing liquidity by over half their market cap. In the last 6 months they have announced 2 quarter of a billion dollar deals. Green tech that removes bi-product co2 from any energy production process. Still trading at just $140mm market cap.
B&W has sold its Denmark-based Babcock & Wilcox Renewable Service A/S (BWRS) subsidiary to Zurich, Switzerland-based Hitachi Zosen Inova AG (HZI) for $87 million, subject to customary fees and adjustments. Read more: babcock.com/home/about/corpo…
Doesn’t state scope yet but last full conversion project from coal to natural gas was $246mm. Wonder what this one will be. More projects like this coming. $bw is going to be just fine. Trading at 1/5 of where it should be
B&W signs agreement to proceed with work for coal-to-biomass power plant conversion and carbon capture project in Michigan. Bioenergy with Carbon Capture and Storage (#BECCS) facility will utilize B&W’s SolveBright™ technology. babcock.com/home/about/corpo…
Every day $bwsn and $bwnb go up, it is uber bullish for $bw. ATM paying down debt at discount. ‘Going concern’ going away. Positive cash flow coming in 2025
1. Restructuring charges going away
2. Debt being reduced
3. Cash flowing hydrogen production coming online 1h 2025
4. Large project starting q4 2024
5. Additional massive projects likely to be announced
6. Variable earnings and risky projects drastically reduced
Now 250k shortable shares on ibkr for $rily. 9mm shares still short. To my dismay, shorts may be attempting an orderly exit before earnings on wed
Some analysis on the recently released frg financials (major $rily investment)
reddit.com/r/RILYStock/s/4GO…
Looking through frg financials. Will post analysis. Investors should be quite pleased. $rily
My expectations for upcoming $rily Q1 earnings.
reddit.com/r/RILYStock/s/tTU…
I have been watching $bw for quite some time. I was going to wait for Q2 earnings to see if they could catch up on cash flow…they raised guidance on apr 10th in conjunction with an atm shares offering. Since then, they have probably raised or are raising enough capital to make it through the year. They are currently severely undervalued, have a massive project starting Q4, and have a small hydrogen production facility coming online 1H 2025 where the state has guaranteed to take delivery. Restructuring costs will likely go away after Q4. The stock is currently priced almost for bankruptcy. Execs bought shares in March. Time to buy $bw. I like the preferred and am taking a shot with call options for May 9 earnings
I would add the atm could put selling pressure on stock in short term. Ultimately I think this event will be quite bullish as it prices $bw out of being a ‘going concern’